Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 05-14-2024 | 03-31-2024 | 1355 | 8,992,866,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | 1251 | $323,845 | 14,640 | 0.00 | 0.00 | 1,113 | 8.23 | 03-31-2024 |
| CIMPRESS PLC | SHS EURO | 1252 | $323,770 | 3,658 | 0.00 | 0.00 | 327 | 9.82 | 03-31-2024 |
| COLUMBIA ETF TR II | INDIA CONSMR ETF | 1253 | $322,307 | 5,035 | 0.00 | 5,035 | +Inf | 03-31-2024 | |
| KIMBELL RTY PARTNERS LP | UNIT | 1254 | $321,590 | 20,721 | 0.00 | 0.00 | 1,512 | 7.87 | 03-31-2024 |
